Copeland SMID Cap Dividend Growth Fund PSMT Holdings History
Copeland SMID Cap Dividend Growth Fund's Pricesmart Inc Holding Summary
As of 2025-02-28, Copeland Trust held 25,621.00 shares of Pricesmart Inc(PSMT), totaling $2.29 Mil. This investment constitutes 1.3% of their stock portfolio, and Copeland Trust now holds 0.08% of the outstanding Pricesmart Inc(PSMT) stock.
The initial trade took place in 2025Q1. And since then Copeland SMID Cap Dividend Growth Fund has made 1 purchases of PSMT, at an average price of $91.71, for a total of 25,621.00 shares. Based on historical transaction data and PSMT's current price of $105.33, Copeland SMID Cap Dividend Growth Fund's estimated gain on his PSMT holdings is $348,958.02, reflecting a 14.85% gain to date.
Copeland SMID Cap Dividend Growth Fund PSMT ($105.33) Holding Chart
Copeland SMID Cap Dividend Growth Fund PSMT ($105.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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